Investors will likely have an easier time navigating inflation’s negative impact on corporate earnings and consumer balance sheets in 2023 than they did with record high inflation in 2022, according to KKR in its 2023 Global Macro Outlook by Henry McVey, CIO of KKR’s balance sheet and head of global macro and asset allocation. As such, they suggest that investors selectively should accelerate deployment into periods of dislocation over the next 12 to 18 months.
To download a PDF version, click here.